Estate Planning

If I Turn 70 In 2018, When Do I Need to Take an RMD From My IRA?

Posted on: June 4th, 2018
You may be able to postpone taking your first required distribution from an IRA until the following year. However, that can trigger a bigger tax bill....

2018 Tax Changes - An Example

Posted on: May 28th, 2018
An example of how the 2018 tax changes may effect your Estate Plan...

What do the 2018 Tax Changes Mean?

Posted on: May 21st, 2018
What do tax changes for 2018 mean for you and your estate plan?...

2018 Tax Figures

Posted on: May 14th, 2018
Important tax information for 2018...

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self

Posted on: October 26th, 2015
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age....

Even Vampires Need Estate Planning

Posted on: October 12th, 2015
Yes, even the undead need an estate plan. After you stop laughing you need to hear me out. As we've learned from the likes of The Vampire Chronicles, the Twilight saga, and HBO's True Blood, vampires aren't immortal. They do die, and it's usually unexpected and messy....
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